Suzy Fisk is a financial advisor with Edward Jones in Los Altos, CA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. Her prior roles include positions at Raymond James Financial and Ameriprise, as well as engagements with Golden Gate University and Bpm LLP. She is also approved to serve as a non-public arbitrator on FINRA's dispute resolution panels. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages over $1 trillion in assets and operates a large national network of advisors and branch locations.

Rashmina Lalani is a Financial Consultant at Fidelity Investments, a role she has held since 2025. She has been with Fidelity Investments since 2023, initially serving as a Planning Consultant and Financial Representative. Prior to this, Rashmina worked as a Financial Advisor at Merrill Lynch from 2018 to 2020 and has held various analyst positions at firms including IGI Finex Securities, Tundra Fonder AB, Arif Habib Limited, and Alfalah GHP Investment Management. With over a decade of experience in the financial industry, Rashmina holds a CFA designation and an MBA. She possesses a California Insurance License. Her professional focus includes helping clients navigate life transitions with clarity and confidence, emphasizing personal and values-driven financial planning. Outside of her professional life, Rashmina's personal interests include family activities, fitness, social events with friends, movies, music, and reading.

Joshua Payne is a financial advisor with Primerica Advisors in San Jose, CA, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2007. Outside of his advisory role, he is the owner of The Payne Group, Inc., which operates for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating under a tiered wrap-fee structure.

Daphne Chan is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 designations and two years of industry experience. Her work history includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, Bank of America/Merrill Lynch, Futu Inc/MooMoo Financial Inc, Standard Chartered/Hong Kong Bank, and other firms. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines systematic quantitative screens and qualitative research to offer written asset allocation advice, investment manager searches, and customized performance reporting while clients retain final decision-making authority.

Manuel Baca is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at Fidelity Investments and Wells Fargo Bank, NA, as well as experience with West Coast Fitness LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Timothy Kang is a financial advisor with Thrivent Investment Management in San Jose, CA, holding Series 63 and Series 66 credentials and two years of industry experience. His prior roles include positions at Walker & Dunlop, LLC, PredictView Technologies, and Loyola Marymount University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based, holistic financial analyses and planning without discretionary trading authority. The firm allows clients to integrate planning with managed-account services under a consolidated billing option called “WealthPlan.”

Benjamin Pang is a financial advisor with Primerica Advisors in San Jose, CA, holding Series 63 and Series 65 licenses and having one year of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 2025 and has a background in education with roles in the Milpitas Unified School District and San Benito High School District spanning from 2013 to the present. Outside of his advisory work, he is a partner in Besaga LLC and Besato LLC. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients, through a wrap-fee asset management program that emphasizes model-delivery strategies managed by unaffiliated asset managers.

Nicolas St Geme is a financial advisor with RBC Capital Markets in San Jose, CA, holding a Series 66 designation and three years of industry experience. He has been with RBC Capital Markets, LLC since 2022 and previously worked at New York Life Insurance Company. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients' risk profiles.

The Phong Truong is a financial advisor at Merrill with six years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Merrill, he worked at Bank of America, N.A. for five years and was engaged in homemaking for two years. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Crockett is a financial advisor with Primerica Advisors in San Jose, CA, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has worked with Primerica since 2002 and spent one year at UCT Marchi. In addition to his advisory role, he receives compensation for referrals related to home security, automation products, and loan services through affiliated companies. Primerica Advisors is a large institution serving primarily individual investors, as well as corporate and charitable clients, through a wrap-fee asset management program. The firm offers model-based investment strategies and manages approximately $15.5 billion in assets with support from third-party asset managers and custodians.

Arian Panahpourtehrani is a financial advisor with Merrill in San Jose, CA, holding a Series 66 designation and beginning their industry experience in 2026. Prior to joining Merrill, Arian worked at Bank of America from 2019 to 2026, Citi Bank from 2017 to 2019, and Sears from 2015 to 2017. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ting O'Connor is a financial advisor with UBS Financial Services in San Jose, CA, holding a Series 66 credential and 26 years of industry experience. Prior to joining UBS in 2023, O'Connor worked at Bank of America and Merrill. Outside of advisory work, O'Connor owns and manages a sole proprietorship investment related to a vacation home and is owner of a single-member LLC used for asset protection and liability management purposes. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining institutional trading capabilities and wealth management services through a broad platform that includes financial planning, portfolio management, and market-making activities.

Alan Huynh is an Investment Consultant at Fidelity Investments, where he collaborates with clients to assist them in making informed decisions regarding their financial futures. He emphasizes understanding each client's goals, time horizon, and risk tolerance to offer personalized guidance. Prior to his current role, Alan worked as a Financial Consultant at Equitable Advisors from 2022 to 2025. He holds a California Insurance License. Outside of his professional work, Alan has interests in food, movies, outdoor adventures, pets, and theater.

Andrew Minker is a financial advisor with Equitable Advisors in Campbell, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously spent 27 years at Ameriprise before joining Equitable Advisors in 2024. He serves as a trustee for a personal trust. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of advisory programs and third-party asset managers to deliver tailored investment solutions without sponsoring its own wrap fee program.

Joyce Irmer is Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2020. She has been with Fidelity Investments since 2011, progressing through positions including Financial Services Associate, Financial Representative, Relationship Manager, Investment Consultant, and Financial Consultant. Her professional experience centers on wealth planning and financial consulting. Joyce holds a California Insurance License. She is dedicated to working closely with clients to develop and maintain customized financial plans tailored to their individual needs. Outside of her professional responsibilities, Joyce enjoys comedy, family activities, exploring food, parenthood, reading, and traveling.

Phuong Pham is a financial advisor with Ameriprise in San Jose, CA, holding a Series 66 designation and 20 years of industry experience. Pham has been with Ameriprise and its affiliate Ameriprise Financial Services since 2005. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm employs a combination of research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team.

Timon Shaw is an Investment Consultant at Fidelity Investments, a role he has held since 2025. His approach centers on understanding clients' risk tolerance, investment preferences, and personal backgrounds to develop financial plans aimed at achieving financial freedom for individuals and families. Prior to his current position, Timon served as Associate Vice President of Private Markets at Upmarket from 2023 to 2024. He also has experience as a Financial Advisor and Client Associate at Merrill between 2019 and 2021. Timon holds a California Insurance License. Outside of his professional work, Timon has personal interests that include attending concerts, fitness activities, football, golf, and snowboarding.

Vy Dang is a financial advisor with J.P. Morgan Securities in Santa Clara, CA, holding Series 63 and Series 66 licenses and eight years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2018. Outside of her advisory role, she operates an e-commerce business selling used clothes and branded bags. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process includes both quantitative screening and qualitative research and incorporates an ESG eligibility framework in its recommendations.

Brian Lamb is a Series 66 licensed financial advisor with J.P. Morgan Securities, based in Los Gatos, CA. He has 18 years of industry experience, including roles at JPMorgan Chase Bank, N.A., Chase Investment Services Corp., and TD Ameritrade. Lamb has been with J.P. Morgan Securities and related entities since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a team of Wealth Advisors. The firm’s approach combines quantitative and qualitative research with forward-looking capital market assumptions to deliver written asset allocation advice, investment manager searches, and customized performance reporting.

Paul Kim is a financial advisor with Stifel in San Jose, CA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank, National Association, before joining Stifel in 2018. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm also provides services to private funds and municipal entities, operating alongside affiliated trust companies and banks.